We work across governance, portfolio design, implementation, research, committee support, monitoring and transition. Some firms engage us across the full scope. Others need help with a specific project.
Vertex works alongside advice firms and licensees to design, implement and maintain the investment infrastructure that sits behind good advice. That includes governance frameworks, portfolio design, managed account implementation, manager research, committee support, ongoing monitoring and transition management. Some firms engage us across the full scope. Others bring us in for a specific project.
Everything we build is designed around how your firm actually operates. We are a consulting partner, which means our recommendations are shaped by your objectives, your clients and your operating model.
Each engagement is scoped to what you need, with defined deliverables, clear responsibilities and a review cadence that keeps everything on track.
A documented governance structure your firm can stand behind. Committee charter, decision log, conflicts register and a review schedule that holds up under scrutiny.
Learn MoreCommittee charter and documented decision log
How decisions are made, by whom, and on what basis.
Conflicts register and selection methodology
How conflicts are identified, disclosed and managed.
Review schedule and oversight cadence
A defined rhythm so nothing relies on memory.
Strategic asset allocation and portfolio construction grounded in your firm's investment beliefs, client needs and risk parameters, with scheduled reviews that keep the portfolio aligned.
Learn MoreStrategic asset allocation and construction
An allocation structure tied to your objectives and risk tolerance.
APL review and product assessment
APL review and product assessment
Portfolio review and rebalancing process
A defined cycle for reviewing positioning and documenting changes.
From structure selection through to platform coordination, adviser communications and go-live. A managed transition with defined milestones and clear responsibilities.
Learn MoreStructure design and platform coordination
The right structure for your firm, set up with the platform provider.
Migration planning and timeline management
A sequenced plan covering transitions, communications and milestones.
Adviser and client communication support
Templates and briefing materials your team can use directly.
Qualitative and quantitative manager assessment with documented methodology. Shortlisting, recommendation and ongoing monitoring that your committee can rely on.
Learn MoreManager assessment and shortlisting
Evaluation against defined criteria, narrowed to a documented shortlist.
Documented recommendation and rationale
A written recommendation your committee can challenge and approve.
Ongoing monitoring and review triggers
Defined thresholds that trigger a formal review when needed.
Ongoing portfolio oversight with reporting your committee and compliance team can use. Performance attribution, action notes and a review cadence that keeps decisions on track.
Learn MoreAttribution-ready performance reporting
What drove returns and where outcomes differed from expectations.
Action notes and decision documentation
What was reviewed, what changed and why.
What was reviewed, what changed and why.
A scheduled rhythm with clear criteria for out-of-cycle attention.
Structured IC participation, whether you need a chair, an additional voice, or someone to run the operational cadence of agendas, packs, minutes and follow-through.
Learn MoreIC chairing or participation
An experienced voice at the table, leading or alongside your team.
Agenda setting and meeting pack preparation
Structured materials so committee time is spent on decisions.
Minutes, action tracking and follow-through
What was decided, what was assigned, and what was completed.
When your firm changes providers, restructures its investment model or moves to managed accounts. Scoping, coordination and support through the transition and beyond.
Learn MoreMigration scoping and stakeholder coordination
Who needs to be involved, what needs to happen, and by when.
Adviser briefing materials and communication plans
Documentation your advisers can use with clients directly.
Post-transition review and handover
A formal review of outcomes with any remaining actions documented.
No. Some firms start with one or two areas and expand over time. Each engagement is scoped to what you need.
Engagements are scoped with defined deliverables and fees agreed before work begins.
Advice firms from 5 to 50+ advisers, licensees at any stage of maturity, and investment committees that want additional structure or capability.
Yes. We're not a research house. Vertex works with whatever research inputs your firm already uses and helps build the governance and implementation framework around them.
Vertex was established as a dedicated asset consulting business, drawing on the investment capability and experience built through Akambo. Where Akambo products are relevant to a client engagement, the relationship is disclosed and managed through a documented conflicts framework.
Most engagements move from initial conversation to defined scope within two to four weeks. Implementation timelines depend on the scope of work.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
